AMFAX Mutual Fund

AMFAX Mutual Fund

NAV$8.40
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Returns Overview

1 Month
-3.15%
3 Months
+2.21%
6 Months
+9.06%
YTD
+8.06%
1 Year
+19.05%
3 Years (annualized)
-3.87%
5 Years (annualized)
+2.06%
10 Years (annualized)
+2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMFAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
LAB Managed Futures Liquid Index(CSLABMF)
This Mutual Fund (YTD)
+8.06%
Peer Avg (YTD)
+12.13%
vs Peers
-4.07%

AMFAX Mutual Fund Performance

AMFAX performance across multiple time periods: 1-month -3.15%, YTD 8.06%, 1-year 19.05%, 3-year -3.87%, 5-year 2.06%, 10-year 2.03%.

AMFAX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

AMFAX performance comparison shows side-by-side returns with another fund. AMFAX alternatives are available in the Mutual Fund Screener.